How to Migrate from 17hats to Agiled (2026 Step-by-Step Guide)

17hats does not offer a full account export, so there is no automatic import into Agiled. The realistic move is a 1-2 week parallel switch: rebuild your core templates and main workflow in Agiled, route new leads there, let active 17hats projects finish, then export contacts and download records before cancelling. This guide covers what carries over, how features map, and what 17hats actually costs once add-ons are included.

17hats is a tidy all-in-one for solo business owners: CRM, quotes, contracts, invoicing, scheduling, and basic workflows in a single plan. The friction shows up as you grow: it is built for one user, several capabilities are paid add-ons, and there is no real project management. If that describes you, moving to Agiled gets you team support, projects, and time tracking without stacking add-on fees.

Still weighing it? See Agiled vs 17hats and the best 17hats alternatives. Otherwise, here is the plan.

Why people move from 17hats to Agiled

• Single-user by design. 17hats is built around one operator. Additional users are a paid add-on, and there is no real team collaboration, so growing past yourself is awkward.
• Add-ons stack up. 17hats is now a single all-inclusive plan, but time tracking, bank connection, extra users, and extra brands are separate $5-$10/month add-ons. The headline price is not the full price.
• No project management. There are no Kanban boards, Gantt charts, task dependencies, or project templates. Multi-week or multi-deliverable work pushes you into a second tool.
• Flat pricing regardless of size. 17hats is $60/month ($600/year, or $800 for two years), the same whether you use a slice of it or all of it.

Agiled gives you the same lead-to-payment flow plus project management, time tracking, team and HR features, and a client portal, with those capabilities included rather than billed as add-ons.

What you can (and cannot) export from 17hats

Data in 17hats	Can you take it?	How
Contacts / clients	Yes	Export to CSV
Signed contracts	Yes, as records	Download signed PDFs
Invoices & payment history	Partial	Download invoice PDFs; full history stays in 17hats
Quote / contract templates	No bulk export	Recreate in Documents
Workflows	No	Rebuild in the workflow builder
Email templates	No bulk export	Copy/paste into Agiled
Questionnaires / lead forms	No bulk export	Rebuild in CRM/forms

The takeaway: clients and signed records come with you; templates and workflows get rebuilt. 17hats setups tend to be lean, so the rebuild is usually quick.

How 17hats features map to Agiled

17hats	Agiled equivalent	Notes
Contacts / leads	CRM	Visual pipeline, not just a contact list
Quotes	Documents / Finance	Estimates that convert to invoices
Contracts & e-sign	Documents	Reusable templates, e-sign
Invoicing	Finance	Recurring billing, expenses
Scheduling	Scheduling	Booking pages, calendar sync
Workflows	Workflow automation	Visual triggers and conditions
Time tracking (add-on)	Time tracking	Included, converts to invoices
Bank connect (add-on)	Finance	Expense and income tracking
(none) Project management	Projects	Kanban, Gantt, tasks, milestones
(none) Team / HR	HR	Add staff, roles, and permissions

The migration plan: switch in 1-2 weeks

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Rebuild templates and your main workflow (Day 2-4)

1. Recreate your top quote, contract, and invoice in Documents and Finance.
2. Rebuild your main lead form in CRM/forms.
3. Rebuild your primary workflow in the workflow builder.

Phase 3 - Point new leads at Agiled (Day 4-7)

1. Swap your website/lead links to the Agiled form.
2. Route new inquiries through Agiled; let active 17hats work finish.
3. Run a full test (lead, quote, contract, invoice, payment).

Phase 4 - Migrate client data (Day 7-10)

1. Export 17hats contacts to CSV and import into Agiled CRM.
2. Download signed contracts and invoice records.
3. Invite active clients to the client portal.

Phase 5 - Wind down 17hats

1. Confirm no payments or bank feeds still depend on 17hats.
2. Confirm all records are downloaded.
3. Cancel at the end of your billing term (note the two-year option, so check your renewal date).

What it costs after you switch

17hats is one all-inclusive plan: $60/month, $600/year ($50/month equivalent), or $800 for two years ($33/month equivalent), with a 50% first-purchase promo on the prepaid plans. Time tracking, bank connect, extra users, and extra brands are $5-$10/month add-ons each. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with time tracking, project management, and team features included rather than charged as add-ons.

Use the calculator below to estimate real annual cost for your revenue and team size.

Mistakes to avoid

• Forgetting the two-year billing term. If you prepaid for two years, time your cancellation around the renewal date.
• Cancelling before downloading contracts and records. Retrieving them afterward is painful.
• Recreating templates you never use. Migrate your core few.
• Leaving your website pointed at 17hats. Swap every lead link.
• Skipping the end-to-end test.

When you should stay on 17hats

• You are a true solo operator with no plans to add staff, your work is single-session (no multi-week projects), and you do not need the paid add-ons. The single plan keeps things simple.

If you are adding team members, need real project management, or are tired of stacking add-ons, the move to Agiled pays off. See the Agiled vs 17hats comparison.

Frequently Asked Questions

Can I automatically import my 17hats account into Agiled?

No. 17hats does not offer a complete account export, so there is no true one-click import. You can import contacts via CSV and recreate templates and workflows manually. 17hats setups are usually lean, so this tends to be quick.

What does 17hats actually cost in 2026?

17hats is a single all-inclusive plan billed three ways: $60/month, $600/year ($50/month equivalent), or $800 for two years ($33/month equivalent), often with a 50% first-purchase promo. Time tracking, bank connection, additional users, and additional brands are separate $5-$10/month add-ons, so the real cost depends on which add-ons you use.

Does Agiled support teams better than 17hats?

Yes. 17hats is built for a single user, with extra users sold as a paid add-on and no real collaboration features. Agiled is designed for teams, with roles, permissions, HR, and shared projects, so you can add staff without re-platforming.

Will I lose my contracts if I cancel 17hats?

Not if you download them first. Signed contracts remain valid as PDFs. Download every signed contract and invoice record you need before cancelling, since easy in-app access ends afterward.

Does Agiled include project management that 17hats lacks?

Yes. 17hats has no Kanban boards, Gantt charts, dependencies, or project templates. Agiled includes full project management alongside your CRM, contracts, and invoicing, so multi-week client work no longer needs a second tool.

Related:

• Agiled vs 17hats: full comparison
• Best 17hats alternatives
• Migrate from HoneyBook to Agiled
• Migrate from Dubsado to Agiled
• Migrate from Bonsai to Agiled

Ready to start? Create your free Agiled account and rebuild your first template today.